Davidson Trust CO Portfolio Holdings
Davidson Trust CO
- $208 Million
- Q1 2025
Davidson Trust CO has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $208 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5M, Apple Inc. with a value of $13.3M, Abb Vie Inc. with a value of $8.75M, Abbott Laboratories with a value of $6.87M, and Mcdonalds Corp with a value of $6.37M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $192M to 208M.
Below you can find more details about Davidson Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $61.3 Million
Technology: $34.5 Million
Healthcare: $26.7 Million
Financial Services: $20.1 Million
Consumer Defensive: $15.7 Million
Industrials: $14.1 Million
Consumer Cyclical: $11.8 Million
Energy: $11.7 Million
Other: $12.1 Million